Caris Charitable Trust Ii Dtd 09162004
Caris Charitable Trust Ii Dtd 09162004 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $28.9M in total assets. In 2024, it awarded 7 grants totaling $3.0M. Net investment income was $2.8M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$28.9M
-3.5% YoY
Annual Giving
$3.0M
+16.7% YoY
Grant Count
7
-12.5% YoY
Avg Grant Size
$431K
+33.4% YoY
About Caris Charitable Trust Ii Dtd 09162004
Based on IRS filings
Caris Charitable Trust Ii Dtd 09162004 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $28.9M in total assets. In 2024, it awarded 7 grants totaling $3.0M. Net investment income was $2.8M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $28,949,728 | $29,997,474 | $31,802,622 |
| Revenue | $2,935,924 | $1,212,607 | $-3,520 |
| Expenses | $3,534,339 | $3,070,717 | $3,082,025 |
| Qualifying Distributions | $3,436,964 | $2,995,886 | $2,882,233 |
| Net Investment Income | $2,820,019 | $955,766 | $582,172 |
| Distributable Amount | $1,841,478 | $1,806,868 | $1,901,368 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
40 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NORTHERN TRUST COMPANY | TRUSTEE | 40 | $236,133 |
| CATHERINE ANN CARIS | DIRECTOR | 1 | $127,528 |
| SHERRY COWAN | DIRECTOR | 1 | $127,528 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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